C
$251.1M Total AUM
$251.1M Disc. AUM
3.7% 3Y CAGR
1 Employees
21 ADV. Clients
38 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-1987
- Office Locations
- 1
Office Locations
2675 Paces Ferry Road, SE Suite 150 Atlanta GA
About Checks & Balances, Inc.
Checks & Balances, Inc. is an Atlanta-based investment advisor serving retail and institutional clients with asset allocation, financial and estate planning, and insurance/annuity guidance. Portfolios emphasize ETFs alongside cash and investment-grade fixed income and are custodied at Charles Schwab. The firm is currently not accepting new clients.
Team overview
-- AVG AGE
$251.1M AVG AUM / ADVISOR
$12.0M AVG AUM / CLIENT
38.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
38yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STARR MOORE
Chairman
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
F
FRANCES GAIL ROGERS
Banker, Chief Compliance Officer, President
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $251,093,751 | $8,967,634 |
| Non-Discretionary | $0 | -- |
| Total | $251,093,751 | $8,967,634 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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